Marilyn Capelli Dimitroff, CFP®, President of Capelli Financial Services, Inc., was named as one of the 3rd Annual 50 Top Women in Wealth by AdvisorOne, the leading online destination for independent advisors, wealth managers and financial planners. The annual list recognizes the 50 most influential, powerful and inspiring women in and around wealth management.
Marilyn served as the Chair of CFP Board’s Board of Directors in 2009. Prior to her role as CFP Board Chair, Marilyn chaired the Ethics Task Force responsible for revising the Standards of Professional Conduct.
The Certified Financial Planner Board of Standards is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner Certification program and oversees more than 65,000 professionals using the CFP certification in the United States.
That’s Marilyn Capelli Dimitroff, CFP®, President of Capelli Financial Services, Inc., on the Cover of the March 2010 Financial Planning Magazine. As part of the cover story “What’s happening to regulation?” Marilyn participated in a roundtable discussion about financial regulation reform.
From 1994 to 2008, Worth Magazine published a list of the top financial advisors in the country. Marilyn Capelli Dimitroff, CFP® earned a spot on the list every year – one of only three advisors in the country who can celebrate this accomplishment. Congratulations Marilyn!
In the November 2010 issue of Financial Planning Magazine, six professionals were honored for their contribution to the financial planning community. Marilyn Capelli Dimitroff, CFP® was recognized as Contributor of the Year for “tireless advocacy for financial planners, both on the CFP Board and as a leader of the Financial Planning Coalition, in lobbying our government and the SEC.”
In the May 2009 issue, DBusiness published “Cream of the Crop” Michigan’s Top Financial Planners. Marilyn Capelli Dimitroff, CFP®, President of Capelli Financial Services, found a spot on the list.
Bloomberg Wealth Manager (now advisorone.com) named Bloomfield Hills Capelli Financial Services, Inc. a top wealth management firm in the country every year since 2000.
Mutual Funds Magazine, in their October 2001 and September 2002 issues, named Marilyn Capelli Dimitroff, CFP®, President of Michigan based Capelli Financial Services, as one of the “100 Great Financial Planners.”
